PWPS
SM icon

Pinnacle Wealth Planning Services’s SM Energy SM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$138K Buy
4,419
+3,364
+319% +$76.7K 0.01% 631
2025
Q4 		$19.7K Buy
+1,055
New +$21.4K ﹤0.01% 1721
2024
Q2 		– Sell
-4,214
Closed -$210K – 545
2024
Q1 		$210K Buy
+4,214
New +$172K 0.03% 413
2022
Q4 		– Sell
-7,975
Closed -$300K – 487
2022
Q3 		$300K Buy
7,975
+137
+2% +$5.39K 0.06% 238
2022
Q2 		$268K Buy
7,838
+1,718
+28% +$69.8K 0.05% 271
2022
Q1 		$238K Buy
+6,120
New +$221K 0.04% 328
2021
Q1 		– Sell
-131
Closed -$1K – 1689
2020
Q4 		$1K Buy
+131
New +$442 ﹤0.01% 2174

Other funds holding SM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.36B AUM 24.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return